Topic
Dividend and buyback policies used to convert earnings and net cash into investor payouts.
Lotte Shopping will give holders of even one share coupons for 10% to 20% off and points of 1% to 3% from Nov. 1, the company said. It tests whether larger Korean retailers will court individual shareholders with discounts, a practice so far mostly confined to small and midsize companies.
Reality
Kyobo and KB Securities expect KT&G to post record third-quarter operating profit of 496.8 billion to 515.5 billion won. The 18.7 billion won gap between them is a dispute over margins that bears on the dividend-led return policy due early next month.
Reality
Samsung Electronics plans up to 110 trillion won in shareholder returns this year after quarterly operating profit topped 100 trillion won for the first time. Most of that sum is still a range, and its final size depends on a memory business that earned nearly all of the quarter's profit.
Reality
The board approved up to 125 trillion won for this year, but three quarters of a three-year program lands in one payment. The "megacycle" that follows is a forecast, not a policy.
Reality
SK hynix minority investors are preparing to ask the Korea Exchange whether duplicate-listing rules cover a Solidigm Nasdaq IPO worth up to $150 billion. Since the exchange does not directly review listings abroad, their leverage is the extra payout SK hynix has promised with third-quarter results.
Reality
The preferred rose 15.34% in September against 9.00% for the common, and at 219,500 won one quarter's extra yield is worth about half a percentage point. The rest of the gap prices a cancellation proposal the board decides in January.
Reality
Free cash flow of $3.87 billion in 2025 was 194% above 2024 even as gold output fell to 3.26 million ounces, and the board now promises shareholders half of attributable free cash flow as it prepares a North American IPO.
Reality
Newmont will pay $1.95 billion within thirty days and has consented to Barrick's North American listing. The settlement cash arrives at a company whose dividend and buyback outran the quarter's attributable cash flow.
Reality
Operating profit rose 53% to 316.8 billion won while revenue shrank, so the entire gain is margin. The 1.2 trillion won of net cash it leaves behind is what pays for the plant and data centre work DL E&C has not yet won.
Reality